Free Live CPE Calendar

The importance of risk metrics, KRIs and KPIs to your ERM framework
2025-04-10 13:00 - 14:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Join us for the fourth webinar in our enterprise risk management (ERM) series as we explore the importance of incorporating metrics, key risk indicators (KRIs) and key performance indicators (KPIs) into your ERM framework.

In today’s business environment, accurately tracking risks is paramount to manage and chart progress against stated goals and objectives. This webinar will delve into how metrics can enhance your organization’s ability to monitor and manage risks proactively, align risk management strategies with business objectives and foster a culture of risk awareness and accountability.

Key learning objectives

After attending this webinar, participants will be able to:

Describe the role of metrics, KRIs and KPIs in effective risk management and how they contribute to a comprehensive ERM framework.

Discuss leading practices on using KRIs to track risk exposure levels against defined thresholds to proactively indicate where risks are evolving and changing.

Review examples of risk metric dashboards to enhance communication to internal key stakeholders on risks to the organization.

Who should attend?

Board and audit committee members, risk committee members, general counsel, chief executive officers, chief audit executives, ERM leaders and risk management professionals.

Presenters

Audrey Lindquist, MBA, ARM, RIMS-CRMPSenior Manager, Risk AdvisoryBaker Tilly

Matthew Cordle, CRISC, CISMManager, Risk AdvisoryBaker Tilly

Information about CPE eligibility:

There are no prerequisites for this webinar, and advance preparation is not required.There is no cost to attend this webinar.

A certificate of completion will be emailed to you four to six weeks after the event.

CPE credit: One (1) hour total credit  Level: BasicField of study: Management services

For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.

Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

Induced conversions of convertible instruments
2025-04-10 12:00 - 13:00
Webcast overview

KPMG professionals break down the additional guidance provided in ASU 2024-04 and clarify whether induced conversion or extinguishment accounting should apply to certain settlements of convertible debt instruments.

Applicability

All companies

Event contents

Practical application of the amendments in ASU 2024-04ment awards

Assessing the applicable accounting standards

Issues raised by stakeholders

Amendments in ASU 2024-04

Quarterly Technical Update - Q1 2025 (Rebroadcast 1)
2025-04-10 07:00 - 08:00
Presented as part of BDO KNOWLEDGE Webcast Series program, the “Quarterly Technical Update – Q1 2025” webcast continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today’s hot topics and developments. Specifically, the program will discuss developments that occurred during the first quarter of 2025 with respect to various topics in accounting and financial reporting. Register for the full 2025 Quarterly Technical Update Webcast Series.

One Team, One Dream: Bridging Audit and InfoSec for Combined Assurance
2025-04-09 14:00 - 15:00
Description:

The collaboration between audit and information security teams is critical to addressing today’s most pressing risks, such as cybersecurity and data privacy. As these risks grow more complex, combined assurance becomes essential to streamline efforts, reduce duplication, and provide a unified view of organizational risks. This session delves into how audit and InfoSec teams can break down silos, align their goals, and leverage each other’s strengths to deliver more impactful assurance. Learn how these partnerships can enhance risk management, ensure compliance with evolving regulations, and build a culture of accountability across the organization.

Learning Objectives:

Discuss the complementary roles of audit and InfoSec teams in achieving combined assurance and addressing top organizational risks.

Explore strategies for fostering collaboration and aligning assurance efforts between audit and InfoSec functions.

Apply practical approaches to integrate workflows, share data, and leverage technology for more efficient and effective assurance processes.

Discover how collaboration between audit and InfoSec can help teams stay ahead of evolving cybersecurity and data privacy regulations.

CPE Credit(s): 1

Field of Study: Auditing

Instructional Delivery Method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced Preparation: None

Leveraging Debt for Campus Improvement
2025-04-09 14:00 - 15:00
In this complimentary session, participants will explore the strategic use of debt as a powerful tool to drive the growth and development of their educational institutions.

By understanding the principles and best practices of leveraging debt, attendees will gain insights into how to responsibly and effectively finance campus improvements, expansions, and innovations.

At the end of this session, you will be able to:

Identify how to responsibly leverage debt to advance campus initiatives

Identify debt structuring strategies to avoid common pitfalls

Recognize financing trends in higher education

Who should attend

This session is designed for financial professionals in higher education.

CPE

Recommended CPE: 1 credit, FinancePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

A Case Study in Unlocking the Power of GenAI in M&A Tax
2025-04-09 14:00 - 15:00
Webcast overview

Please join us for the next episode in our KPMG Tax webcast series on the transformative potential of Generative AI (GenAI), this time focusing on Mergers & Acquisitions (M&A) Tax.

During this session, professionals from our M&A Tax practice will cover:

Real-World Applications: Learn to identify practical use cases and develop tailored GenAI tools, with demonstrations of innovative solutions.

Improving Service Quality: Explore how GenAI can enhance service quality by upscaling early career professionals and reallocating time to higher-value tasks.

Best Practices for Implementation: Get tips on effective deployment strategies, including training, knowledge sharing, and fostering a culture of innovation.

Insights from Our Journey: Gain insights into internal adoption trends and the journey of integrating GenAI into your business.

Don’t miss this opportunity to stay ahead in the rapidly evolving landscape of AI.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

NetSuite EPM webinar series
2025-04-09 13:00 - 14:00
Event overview

This session is for accounting and finance professionals and business leaders looking to get more out of their NetSuite enterprise resource planning (ERP) system for improved performance, scalability and efficiency.

During this webcast, you will:

Learn what Enterprise Performance Management (EPM) is and how it can elevate your business and use of NetSuite.

Discover the components available for NetSuite EPM.

Explore NetSuite’s enhanced features and capabilities that will elevate your business operations.

Understand how RSM can be your partner in evaluating and implementing EPM tools.

Discover why NetSuite EPM tools should be used over other tools and their inherent integration.

This webcast will be a valuable opportunity to gather extensive guidance and practical tips to help your organization transition smoothly.

Presenters

Jim Kubik | Director | RSM

Heather Webb | Manager | RSM

Sarah Muha | Manager | RSM

Professional Services: Harness AI and Automation
2025-04-09 13:00 - 14:00
In today’s rapidly evolving business landscape, professional service firms must leverage automation and AI to remain competitive and efficient.

Join us for our webcast, Professional Services: Harness AI and Automation. We’ll discuss the critical importance of embracing AI and provide practical tips for getting started without significant investment.

Discover how to assess when it’s time to seek out AI capabilities from vendors or consider partnership models for secure generative AI environments. Walk away feeling equipped to speak with your teams about how you can start using generative AI responsibly.

Key topics include:

When and how outsourcing certain finance and accounting functions can complement internal efficiencies

How to integrate automation and AI tools in a secure and effective way

The importance of developing teams fluent in emerging digital solutions

Key factors to consider when selecting automation and process improvement providers

Strategies for identifying automation opportunities that drive measurable business impact

Reshaping Internal Audit: Insights from the Inaugural Audit Innovator Awards
2025-04-09 13:00 - 14:00
Reshaping Internal Audit: Insights from the Inaugural Audit Innovator Awards

Innovation can strike anywhere, and we all can be the spark that ignites change. Join Protiviti for an exclusive webinar on innovation in internal audit and its inaugural Audit Innovator Award program. Discover how the brightest minds in the industry are redefining internal audit through groundbreaking innovations.

This session will provide an overview of the prestigious Audit Innovator Award, which underscores the critical role of innovation in enabling professionals to achieve impactful results. We will explore the transformative role of innovation in internal audit, highlighting how creative problem-solving and forward-thinking approaches are reshaping the field. You will also get an inside look at the innovative projects recognized through the Award program and meet the 2024 award winners who are setting new benchmarks in internal audit excellence. Don’t miss this opportunity to elevate your audit function and drive meaningful change within your organization.

Learning objectives include the following:

Explore the Role of Innovation in Internal Audit: Explain the critical role that innovation plays in enabling internal audit professionals to achieve impactful results and drive meaningful change within their organizations.

Discover Creative Problem-Solving Approaches: Examine how creative problem-solving and forward-thinking methodologies are reshaping the field of internal audit.

Identify Actionable Strategies: Determine how to identify and implement actionable strategies that can elevate your audit function to achieve audit excellence.

Gain inspiration and empowerment: Discover the success stories of the 2024 award winners detailing how their innovative strategies can be applied to drive excellence in your own audit function.

CPE: 1.0 credits available for live attendance

*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Auditing. Program Level: Basic. Delivery Method: Group Internet Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions.

Protiviti is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding refund, concerns, and program cancellation policies, please contact the CPE Administrator at cpeprograms@protiviti.com.

EC’s proposed omnibus simplification: Considerations for US companies
2025-04-09 12:00 - 13:00
On February 26, 2025, the European Commission (EC) published its proposed omnibus legislation that would delay the implementation of the Corporate Sustainability Reporting Directive (CSRD) for certain entities and aims to significantly reduce the sustainability and due diligence reporting burdens for entities that currently fall within the scope of the CSRD, European Union Taxonomy (EUT), and Corporate Sustainability Due Diligence Directive (CSDDD). We’ll discuss:

Considerations for impacted US companies

Technical aspects of the proposed changes

Next steps to monitor

Quarterly Technical Update - Q1 2025
2025-04-09 12:00 - 13:00

3 best practices for IRA prevailing wage and apprenticeship requirements
2025-04-09 11:00 - 12:00
Under the Inflation Reduction Act (IRA), businesses that comply with certain prevailing wage and apprenticeship (PWA) requirements can further increase the value of available tax credits. However, the PWA requirements are strict and can be difficult to navigate. During this webinar, our IRA tax credit specialists will cover three main areas taxpayers should know: specifics around PWA rules, the importance of early and frequent monitoring, and reporting on the tax return.

With a focus on the apprenticeship rules, which add a lot of complexity and fluidity to projects, we’ll discuss the various daily ratios that must be met as well as hours ratios for the project overall. Additionally, we will discuss best practices around early and frequent monitoring. The more time that passes, the more time business owners could be building up penalties if they’re not in compliance. Finally, reporting PWA on a taxpayer’s tax return has some complexity to it. Will you have what you need at the end of a project to substantiate an enhanced credit claim for meeting PWA requirements?

Learning objectives:

Understand PWA rules and the complexity when it comes to their requirements.

Identify the importance of early and frequent monitoring for PWA projects to help reduce noncompliance penalties.

Understand what may be required for reporting PWA on a tax return.

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org

How audit committees are adapting to change in Q1 2025
2025-04-08 15:00 - 16:00
As the first quarter closes, audit committees and management teams are navigating numerous policy shifts, ongoing geopolitical volatility and a dynamic business environment. This webcast will address evolving audit committee priorities and topics, such as:

2025 global economic update: Get up to date on the macroeconomic environment, including observed and potential economic impacts of Trump administration policies. Hear about the outlook for inflation, possible effects of tariffs, and other key economic measures audit committees and boards will want to monitor.

2025 geostrategic outlook: Find out about how companies are adapting to new global uncertainty, including how geopolitics are likely to impact businesses in the year ahead. Additionally, hear about effective practices for managing and overseeing geopolitical risks.

2025 M&A outlook: Hear how shifting regulatory priorities, trade policies, tariffs and potential tax cuts may shape mergers and acquisitions (M&A) activity this year. Learn about corporate M&A trends, including key sectors to watch and key deal drivers to monitor.

This CPE-eligible webcast will be 60 minutes. The discussion will be moderated by Patrick Niemann, Partner, Ernst & Young LLP, and Americas Leader of the EY Audit Committee Forum. Panelists will include:

Courtney Rickert McCaffrey, EY Global Geostrategic Business Group Insights Leader

H. Mallory Caldwell, EY-Parthenon Americas Strategy and Transactions Corporate & Growth Strategy Leader

Karen Dynan, Nonresident Senior Fellow, Peterson Institute for International Economics

Dwight L. Jacobs, SVP of Supply Chain and Chief Procurement Officer, Duke Energy; Board Director, HomeTrust Bancshares, Inc.

Leveraging Artificial Intelligence for Improved Manufacturing Performance
2025-04-08 12:00 - 13:00
The Details

Artificial intelligence (AI) is fundamentally changing how manufacturers operate — and profit. This year’s CohnReznick Manufacturing Checkup confirms that nearly all manufacturers are considering how AI can be utilized, and a majority are already implementing it.

This exclusive webinar from CohnReznick and MPI, Leveraging Artificial Intelligence for Improved Manufacturing Performance, will highlight how manufacturers of all sizes and in all industries are embracing AI. The webinar will explore new research that examines:

AI readiness

AI usage

AI outcomes

You’ll hear how today’s manufacturers are:

Prioritizing AI

Investing in AI

Finding assistance with AI deployments

Improving with AI

Don’t miss this chance to improve the application of AI across your company.

Live webinar participants are anticipated to qualify for 1 CPE credit in the Specialized Knowledge field of study.

SOC 1 Guide Updates
2025-04-08 12:00 - 13:00
In early 2025, the American Institute of Certified Public Accountants’ (AICPA’s) Auditing Standards Board approved an updated release to the AICPA SOC 1 Guide, Reporting on an Examination of Controls at a Service Organization Relevant to User Entities’ Internal Control Over Financial Reporting (SOC 1®). The guide provides enhanced implementation guidance for auditors and users to bring clarity around several recent and emerging industry topics to promote reporting quality and consistency.

Please join us for this informative webcast to learn more about the updates to the guide and considerations for your upcoming audits.

IA Insights: Challenges & Regulatory Considerations in Auditing Data
2025-04-08 11:00 - 12:00
Join Forvis Mazars for a moderated discussion covering current events and aJoin Forvis Mazars for an informative webinar as we provide an overview of Basel Committee on Banking Supervision (BCBS) 239 principles. This webinar, the second in our three-part series, will highlight key challenges and topics to consider when approaching internal audit activities associated with effective risk data aggregation and risk reporting (RDARR). During the session, several data management and internal audit professionals will discuss best practices and common challenges organizations face when conducting internal audit activities across core BCBS 239 principles.

Learning Objectives

Upon completion of this program, participants will be able to:

Discuss BCBS 239 principles and the expected benefits from a successful implementation.

Describe the most common challenges in executing a BCBS 239-related audit that spans multiple risk areas and reporting teams.

Recognize the vantage point and expectations of regulators across different jurisdictions.

Identify high-level best practices for approaching internal audit activities against BCBS 239 principles while better articulating key considerations to executive leadership teams.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

Tuesdays at Ten: NY State Consolidated Fiscal Reporting Updates
2025-04-08 10:00 - 11:00
Join Forvis Mazars for an informative webinar as we discuss the New York State Consolidated Fiscal Report (CFR). With the continued uncertainty related to the Office for People With Developmental Disabilities (OPWDD) future rate reform process and the State Education Department (SED) methodology changes, providers should continue to focus on the accuracy of their cost reporting. This includes understanding key performance indicators (KPIs), recent industry trends, individual providers’ performance, and how it may affect you in the future.

Learning Objectives

Upon completion of this program, participants will be able to:

Describe significant CFR changes and how they may impact intellectual and developmental disabilities (IDD) and behavioral health (BH) providers.

Recognize practical considerations for preparing the current CFR.

Identify benchmarks to gauge performance and opportunities.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

Compliance Conversations With ProBank Education Services: Q1 2025
2025-04-07 14:00 - 15:00
Join us for an informative webinar as we delve into the ever-evolving world of banking compliance regulations. We’ll bring together knowledgeable industry professionals and thought leaders to share their insights and experiences as we discuss the latest updates in the industry and explore the challenges and opportunities that come with navigating regulatory compliance. We’ll cover regulatory changes, enforcement actions, and best practices to help you prepare for what’s next.

Learning Objectives

Upon completion of this program, participants will be able to:

Discuss regulatory requirements in the banking industry.

Recognize the impacts of pending regulations and changes.

Identify best practices to help lessen compliance risk.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Finance field of study may be awarded upon verification of participant attendance, during live broadcast.

2025 SALT Legislative Outlook - What You Need to Know
2025-04-03 15:00 - 16:00
Webcast overview

Join KPMG State and Local Tax professionals from our Washington National Tax practice on an in-depth webcast focusing on the latest legislative proposals in state and local tax (SALT). This session will provide a comprehensive fiscal overview and examine recent legislative proposals affecting both indirect and income tax. Designed to equip you with the knowledge and strategies needed to navigate the ever-evolving SALT landscape, we will cover key topics including:

Indirect tax – including digital services, transportation funding, data center exemptions

Income/franchise tax – including apportionment, conformity uncertainty, combined reporting updates

Don’t miss this opportunity to stay ahead of the SALT shifting landscape to ensure your business remains compliant and competitive.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Redefining FP&A: The power of emerging technologies
2025-04-03 14:00 - 15:00
Emerging technologies will transform not only the financial planning & analysis function but also the role the finance function plays in the broader organization. We’ll discuss:

Enhancing communication with non-financial stakeholders with content generation including report creation and natural language commentary

Leveraging artificial intelligence (AI) to automate routine tasks including extracting and analyzing data, performing rules-based tasks, and identifying data anomalies

Utilizing predictive modeling to create and compare scenarios and suggest recommendations, allowing finance teams to help drive business decisions

Auditing

PWA: Reflecting on a year of lessons
2025-04-03 13:00 - 14:00
The Details

We’ve seen many trends, challenges, and opportunities in prevailing wage and apprenticeship (PWA) compliance in the year since CohnReznick kicked off our PWA service offering. In this webinar, our experienced PWA Compliance Team will dive into the dynamic world of PWA and cover the following topics:

Market evolution: Insights from the past year

Hot topics: Current issues and case studies

Top risks: Major risk areas and mitigation strategies

Your path forward: Opportunities to drive business success

Gain a comprehensive understanding of the latest developments in the PWA market to confidently navigate compliance.

Live webinar participants are anticipated to qualify for 1 CPE credit in the Specialized Knowledge field of study.

Global changes in VAT: Reform in Brazil, EU, and Mexico key trends
2025-04-03 13:00 - 14:00
Brazil has introduced a value-added tax (VAT) reform that will profoundly affect many companies doing business there. US multinationals should understand and plan for the new rule’s effects. We’ll discuss:

Potential opportunities for multinational taxpayers: Efficiencies introduced by the new tax rules

Brazil’s new indirect tax regime: Potential impact on companies’ tax profile

Main pain points of the implementation: Split payment, tax burden increase, cash flow, and impacts to enterprise resource planning (ERP) implementation

Impacts for digital platforms and VAT registration for nonresidents

Innovative workforce strategies: Transforming organizational success
2025-04-03 12:00 - 13:00
Workforce challenges continue to be a significant concern for not-for-profit leaders in 2025. From recruitment and retention to managing limited resources and requiring specialized expertise, these issues are top of mind for leaders, board members and strategists.

Join our engaging panel discussion where not-for-profit leaders will share their firsthand experiences on how innovative workforce solutions have propelled their organizations forward. Discover how they have effectively leveraged outsourced accounting, fractional employees, and C-level personnel to drive positive change and achieve their goals.

Guided by a Baker Tilly specialist, this session will offer valuable insights and practical advice for your organization. Learn about the lessons they have learned, the challenges they faced, and the remarkable results they achieved through these creative workforce strategies.

Don’t miss this annual CPE session focused on helping your organization drive its mission forward.

Learning objectives:

Gain insights from not-for-profit leaders on how to effectively leverage outsourced accounting and fractional employees to enhance organizational efficiency and effectiveness.

Understand real-world examples of how personnel can significantly impact the success and growth of an organization.

Acquire practical advice and lessons learned that can be applied within your own organization to drive improvement and achieve strategic goals.

Meet your panelists and moderator:

Shelby Netz, CPA | Principal, Baker Tilly

Jamey Santo | Executive Pastor, Life Mission Church

Kathryn Kanjo, | Director and CEO, The David C. Copley, Museum of Contemporary Art San Diego

David Channer | President and CEO, A Better Way, Inc.

Who should attend:

Executive leadership and accounting and finance professionals, including CEOs, CFOs, COOs, controllers, audit and finance committee members and board members from any type of not-for-profit organization, including healthcare organizations, educational institutions, foundations, social service agencies, private clubs, religious organizations and others mission-based entities.

Information about CPE eligibility:

There are no prerequisites for this event, and advance preparation is not required. There is no cost to attend this event.

Level: Basic Number of credits: One (1) hour total credit Field of study: Business Management & Organization – Non-technical

Operational & Cost Management Strategies for Infusion & Medication
2025-04-03 11:00 - 12:00
Assessing cancer center operations and managing high-cost medications are key areas of focus we’ve seen from our clients. Join us for an informative webinar to learn how to identify denial trends and implement tactics to help prevent and manage common issues causing revenue loss. In addition, we’ll cover methods to analyze medication and infusion costs and strategies to help reduce spending. Lastly, we’ll arm you with strategies to boost revenue capture and compliance through Charge Description Master (CDM) enhancement, pricing plans, and other revenue integrity approaches specific to medications and infusions. Don’t miss this opportunity to elevate your understanding and capabilities in these vital aspects of healthcare performance management.

Learning Objectives

Upon completion of this program, participants will be able to:

Describe denial trends and tactics to prevent and manage common issues causing denials and revenue loss related to infusion and medication.

Outline how to analyze medication and infusion costs and tactics to help reduce spending.

Identify ways to boost revenue capture and compliance through CDM enhancement, pricing strategy, and other revenue integrity strategies specific to medications and infusions.

Recognize how denials management and monitoring systems can help healthcare organizations understand and implement strategies that target the root causes of preventable denials.

Denials Management Monitoring

Preventable claim denials can cost your organization 3% or more of its annual net revenue, impacting your ability to provide the highest quality care. Our Denials Management tool can help you reduce claim denial write-offs, help decrease claim denial rates, and assist you in the creation of your denials prevention strategy. Learn more here.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance, during live broadcast.

Ready, Set, Grow: Building a Future-Ready Workforce
2025-04-02 14:00 - 15:00
Description:

As audit departments face rapidly evolving risks, such as cybersecurity threats, tax complexities, and new regulations, it’s crucial to develop a future-ready workforce. This session will focus on how to assess the current skill set of your team, identify gaps, and develop a strategy for upskilling to meet emerging challenges. Learn how to cascade critical knowledge from specialized areas, like cyber and tax, to ensure your entire team is equipped to handle diverse audit needs. Discover how to create a comprehensive succession plan that builds leadership pipelines, develops managers to push beyond their comfort zones, and prepares your team to take on more strategic roles. Attendees will explore ways to push individuals outside their comfort zones, develop resilience, and create a culture of continuous learning that drives audit innovation and readiness.

Learning Objectives:

Assess your team’s current skill set and identify gaps for future audit challenges.

Apply strategies for cascading specialized knowledge (e.g., cybersecurity, tax) throughout your team to build broader expertise.

Create an upskilling culture that drives continuous learning and prepares auditors for evolving risks.

Develop a succession plan that nurtures future leaders and pushes managers to step into more strategic roles.

Use practical approaches for managing uncomfortable or unfamiliar audit areas and turning them into growth opportunities for your team.

CPE Credit(s): 1

Field of Study: Auditing

Instructional Delivery Method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced Preparation: None

*Click here for more CPE Information

Practical AI use cases to accelerate financial institutions’ digital journey
2025-04-02 14:00 - 15:00
Event overview

Join us for the second webinar in our series designed to help community and local financial institutions accelerate their digital journey. We’ll provide the tools and knowledge needed to successfully navigate the complexities of digital transformation. This session will use live demonstrations for the following use cases:

Customer acquisition: How does artificial intelligence provide an engaging experience for prospects? How can AI help them find out more about your institution and its offerings? See how to pre-populate applications based on the information already shared by the customer.

Customer service: How does AI facilitate the process of customer inquiry, service request, feedback and complaint for appropriate action? Get a detailed demo of a customer complaint use case guided by the use of generative AI.

AML automation: AI can automate anti-money laundering alert triaging, aid the investigation and help draft the suspicious activity report (SAR) for regulatory submission—see how.

With these use cases, we will provide examples of how community and local financial institutions can use AI through practical implementations that close the digital divide with their larger competitors.

Smart Warehousing & Automation for Microsoft Dynamics
2025-04-02 14:00 - 15:00
Did you know that many supply chain leaders cite a lack of real-time visibility and manual inefficiencies as their biggest challenges? With labor costs making up nearly half of warehouse expenses, outdated systems and inefficient processes can double or even triple labor requirements, driving up costs and slowing fulfillment. As warehouses evolve, businesses must adopt automation, seamless system integration, and real-time data insights to improve efficiency and stay competitive.

IntraOne for Microsoft Dynamics 365 Finance & Supply Chain Management, Business Central, and GP is a full-stack software platform integrated with Microsoft Dynamics. It provides a cutting-edge supply chain execution platform designed to enhance warehouse operations, accelerate order fulfillment, and support real-time decision making. With advanced WMS, WES, WCS, and TMS capabilities, IntraOne enables businesses to increase labor productivity, reduce warehouse errors, and scale operations efficiently with integrated automation and robotics. Don’t miss this opportunity to gain practical strategies to help modernize your supply chain operations.

Learning Objectives

Upon completion of this program, participants will be able to:

Identify how automation and warehouse execution technology can help improve labor and reduce costs.

Discuss how leading organizations use full-stack warehousing software to streamline operations.

Explain how IntraOne can enhance Microsoft Dynamics for improved supply chain visibility and efficiency.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance, during live broadcast.

Scale it or sell it: Determining the path for your privately owned business
2025-04-02 13:00 - 14:00
Event overview

No matter your long-term goals, proactive business planning can help you maximize value and minimize risk. Join RSM’s webinar Wednesday, April 2, for a deep dive into key tax, financial and operational strategies to position your business for future success. We’ll cover crucial topics such as pass-through entity elections, sales and use tax risks, working capital, valuation strategies and estate planning. Learn how to strengthen your business, enhance financial efficiency and keep your options open—whether for growth, transition or new opportunities. Register today!

Real Estate Tax Chat Series: A Focus on Property and Transfer Taxes
2025-04-02 13:00 - 14:00
Webcast overview

Join KPMG LLP (KPMG) for a Real Estate Tax Chat focused on property and transfer taxes. Topics will include:

Transfer tax insights and traps for the unwary

Property tax insights

Legislative developments and market updates

The session will be hosted by KPMG US Building, Construction & Real Estate Tax Industry Leader, Ryan Taylor, and will feature KPMG Washington National Tax practice professional Michelle Dohra, along with State & Local Tax professionals John Ferrarella, Derrick Dyslin, and Brian Koss.

Beyond traditional procurement: Innovating value generation in the modern era
2025-04-02 13:00 - 14:00
Webcast overview

Explore how KPMG is transforming procurement and supplier management with cutting-edge technologies and strategic insights with value generation.

What you will learn:

Understand key value levers in procurement, including procurement analytics, operating model design, supplier management/TPRM, working capital optimization, and market intelligence

Explore case studies that demonstrate the value of KPMG procurement transformation services, including specific cost savings and value generation examples

Learn how KPMG is using Gen AI to quickly and efficiently tackle contract leakage

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.
